here’s what you’re looking for: sandi smith leyva

featured

seven tips to keep the clients you have

woman wearing orange shirt texting on a smartphone walking in the street in a sunny day“just about every time i called or emailed a client, they would think of more work for me.”

by sandi leyva
the complete guide to marketing for tax & accounting firms

it’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (and by the way, sending clients an organizer is not marketing!)

more on small-firm growth strategies: 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
read more →

featured

six ways to make your own history during women’s history month

most of them are easier than you might think.

add your voice to comments: what’s working for women in the profession? and what needs more attention (especially this year when issues like this get pushed to the lowest priority)?

by sandi leyva

did international women’s day come and go again in your firm without much fanfare? that’s ok because you have the entire month of march to not only celebrate women’s history month but also to make some history of your own.

more on small-firm growth strategies: clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn | 5 ‘low-hanging fruit’ ways to raise your revenues right now | how to lead in a crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are several ideas you can implement immediately that will each take one small step toward advancing women.
read more →

featured

clubhouse: hottest new social platform or just more noise?

clubhouse screen shots showing interests users can follow and explore.

who it’s for and tips for use.

by sandi leyva

have you ever said to yourself, “i’d love to be a fly on the wall in *that* room?”

or, “i’d love to be in the same room with so-and-so celebrity?”

so far, in the last few weeks, i’ve been in the same room with andrew sorkin and bill gates discussing bill’s new book on climate change, 10 billionaires holding their own mastermind group, katie couric, guy kawasaki, tory burch, and a gazillion vcs who seem to be in every room all day long. and i never left my recliner.

how? clubhouse. the newest, hottest social app.

more on small-firm growth strategies: who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in a nutshell, clubhouse is an audio-only platform where you can start a room based on a topic and others can join the room and conversation. you can bring people up to the “stage” who have raised their hands. the platform supports multiple languages, and at any one time, you can see rooms in russian, spanish, mandarin, german, and several i don’t recognize. i’ve been in a room with a person from mongolia. who can say they’ve met someone from mongolia?
read more →

client service opportunities

who’s offering your clients ppp services?

https://www.e-junkie.com/ecom/gb.php?ii=1671049&cl=23704&c=cart&ejc=2&aff=29672084% of your colleagues are.

by sandi leyva

clients have inundated accountants all year with questions and issues about the paycheck protection program (ppp), and no end is in sight.

more: ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

earlier this year, it was all about loan acquisition. now, borrowers are gearing up for loan forgiveness and asking their cpas for assistance.
read more →

featured

ppp client fraud: how much risk is too much?

bar chartwhere do you fall on the risk-tolerance scale?

ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.

by sandi leyva

how aggressive should you be when advising clients on paycheck protection program (ppp) forgiveness?

more: survey: who’s not billing for ppp services? | ppp traps: 1 in 5 accountants report shady dealings | add these money-making rituals to your work day | 3 ways to opt out of any downturn

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while any risk stance should always be the decision of the clients, we asked this question in a recent joint accountant’s accelerator / 卡塔尔世界杯常规比赛时间 ppp survey: on average, across all of your clients, how aggressive of a stance are you taking with ppp forgiveness?

we asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. the mean was 42, or slightly more conservative than aggressive.
read more →